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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66T
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,649
New
Increased
Reduced
Closed

Top Buys

1
+$7.6B
2
+$3.64B
3
+$3.53B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.34B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.26B

Top Sells

1
+$1.34B
2
+$1.12B
3
+$1.09B
4
ADP icon
Automatic Data Processing
ADP
+$907M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$859M

Sector Composition

1 Technology 21.11%
2 Financials 10.06%
3 Healthcare 7.56%
4 Consumer Discretionary 7.49%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
851
Insulet
PODD
$11.2B
$240M 0.01%
1,145,931
+11,348
SPHR icon
852
Sphere Entertainment
SPHR
$5.3B
$240M 0.01%
2,046,988
+125,124
VPU
853
Vanguard Utilities ETF
VPU
$8.71B
$240M 0.01%
1,212,771
+66,848
VOOV icon
854
Vanguard S&P 500 Value ETF
VOOV
$6.53B
$239M 0.01%
1,172,687
+43,628
GDXJ icon
855
VanEck Junior Gold Miners ETF
GDXJ
$7.12B
$239M 0.01%
1,987,885
-318,598
LDOS icon
856
Leidos
LDOS
$13.5B
$238M 0.01%
1,533,053
+58,684
SW
857
Smurfit Westrock
SW
$23.2B
$238M 0.01%
5,971,038
+723,515
CGCB icon
858
Capital Group Core Bond ETF
CGCB
$5.54B
$237M 0.01%
9,028,917
+1,277,040
WTW icon
859
Willis Towers Watson
WTW
$27.4B
$237M 0.01%
814,668
-127,721
RGLD icon
860
Royal Gold
RGLD
$16.7B
$237M 0.01%
930,481
-237,040
AOS icon
861
A.O. Smith
AOS
$8.33B
$236M 0.01%
3,580,107
+670,712
MGA icon
862
Magna International
MGA
$17.5B
$236M 0.01%
4,219,916
+1,584,821
RVTY icon
863
Revvity
RVTY
$12.5B
$235M 0.01%
2,683,026
-161,438
EVMO
864
Eaton Vance Mortgage Opportunities ETF
EVMO
$879M
$235M 0.01%
4,668,862
-17,137
EMN icon
865
Eastman Chemical
EMN
$7.73B
$235M 0.01%
3,077,840
-257,527
TWLO icon
866
Twilio
TWLO
$32.6B
$235M 0.01%
1,865,101
-311,740
FSIG icon
867
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$234M 0.01%
12,356,464
+880,209
SNPE icon
868
Xtrackers S&P 500 ESG ETF
SNPE
$2.6B
$233M 0.01%
3,904,681
+285,814
CVE icon
869
Cenovus Energy
CVE
$49.2B
$231M 0.01%
8,719,464
+141,147
EXR icon
870
Extra Space Storage
EXR
$30.4B
$230M 0.01%
1,757,686
+107,080
ECHO
871
EchoStar
ECHO
$27.8B
$230M 0.01%
1,967,074
+574,254
EZU icon
872
iShare MSCI Eurozone ETF
EZU
$9.5B
$230M 0.01%
3,671,932
+35,293
AIQ icon
873
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$230M 0.01%
4,927,074
+108,630
HLI icon
874
Houlihan Lokey
HLI
$9.35B
$229M 0.01%
1,592,009
+1,041,701
FEZ icon
875
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
$228M 0.01%
3,680,149
+267,453
33 34
35
36 37